Stephen Wright, financial advisor Plano TX

Stephen Wright

CRD Number: 6629390
Current Firm: Fisher Investments

Stephen Wright (CRD# 6629390) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Fisher Investments Plano, TX Oct 2021 - Current < 1
Wells Fargo Bank, N.a. Austin, TX Apr 2020 - Sep 2021 1
Wells Fargo Bank, N.a. Kyle, TX May 2017 - Apr 2020 2
Wells Fargo Advisors Austin, TX Jun 2018 - Aug 2018 < 1
Wells Fargo Bank, N.a. New Braunfels, TX Jun 2016 - May 2017 < 1
Voya Financial Advisors College Station, TX Feb 2016 - May 2016 < 1
Bahama Bucks Shaved Ice Company College Station, TX Sep 2013 - May 2016 2
In-school Bryan, TX Jun 2011 - Sep 2013 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2021
Contact Info for Stephen Wright
Phone Number: 800-851-8845
Firm Website: http://www.kenfisher.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    208,905
    MILLIONS
  • Total Number of Accounts
    217,207
    ACCOUNTS
  • Average Account Value
    $961,779
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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